Penguin Patch creates a holiday shop program for elementary aged children. Our mission is to create happy children who can purchase holiday gifts for loved ones (parents, brothers/sisters, grandparents) at a low cost in the safety of their school.A Holiday Shop allows students to shop for their family during school hours. At a Penguin Patch® Holiday Shop, students can easily purchase five or six inexpensive gift items for their loved ones. It’s one of the few times $10 is more than… Show more Penguin Patch creates a holiday shop program for elementary aged children. Our mission is to create happy children who can purchase holiday gifts for loved ones (parents, brothers/sisters, grandparents) at a low cost in the safety of their school.A Holiday Shop allows students to shop for their family during school hours. At a Penguin Patch® Holiday Shop, students can easily purchase five or six inexpensive gift items for their loved ones. It’s one of the few times $10 is more than enough.Children gain a sense of independence and pride, saving families time and money. We offer a large selection of matching, inexpensive, personalized gifts at kid-friendly prices. Our unique No Counting Inventory – Honor System® features the No Inventory Worksheet™ and online checkout process makes it easy for volunteers to help each child select the perfect gift. We are owned and operated by a former PTO/PTA Officer and all of our gifts are kid-tested and Mom-approved! Show less

Smart Clinics is changing the face of general practice in Australia, by addressing the key patient frustrations such as accessibility, wait time, convenience and customer service. We opened our first pilot clinic in Brisbane in September 2011 and intend to expand our network of ultra convenient medical care throughout Australia. Along the way we have developed Australia's first cloud based clinical/practice management system (HealthMax), a system that will provide all medical clinics… Show more Smart Clinics is changing the face of general practice in Australia, by addressing the key patient frustrations such as accessibility, wait time, convenience and customer service. We opened our first pilot clinic in Brisbane in September 2011 and intend to expand our network of ultra convenient medical care throughout Australia. Along the way we have developed Australia's first cloud based clinical/practice management system (HealthMax), a system that will provide all medical clinics (including SmartClinics) with a platform to deliver more timely/targeted medical care. Our vision is to have the best Doctors working in the best clinics in the best locations, supported by the best people and systems. My role, as CFO, is primarily focused on the commercial aspects of SmartClinics business, including business plan development/refinement, obtaining funding for the business plan, and execution of the plan.Visit www.smartclinics.com.au for more information. Show less

I have worked in the UK, US and Australia, both CFO & M&A capacities. The sum of my industry experience, is as follows: Client Experience by Industry:Healthcare – Extensive service side experience, including physician practice groups, radiology, outpatient surgery, full service hospitals, psychiatric, nursing homes, assisted living centers, and retirement centers. Supporting businesses such as ambulance services, third-party billing, pathology, and healthcare… Show more I have worked in the UK, US and Australia, both CFO & M&A capacities. The sum of my industry experience, is as follows: Client Experience by Industry:Healthcare – Extensive service side experience, including physician practice groups, radiology, outpatient surgery, full service hospitals, psychiatric, nursing homes, assisted living centers, and retirement centers. Supporting businesses such as ambulance services, third-party billing, pathology, and healthcare information.Construction (government/infrastructure and commercial) – Corporate advisory covering General Contractor and Subcontractor roles, building roads, airports, ports, rail lines, housing subdivisions, land development, residential and commercial high rise, and sports arenas.Clients, current and former, include Multiplex and many mid-sized companies. Energy (oil and gas, electricity with coal mines) - Corporate Advisor covering end to end energy supply chain from oil and gas exploration to end-consumer energy retailing. Includes: exploration (onshore and offshore), midstream (hubs, including pipelines), and distribution. Utilities (coal fire powered, peak generation, solar, hydro). Supporting or tangential businesses such as energy trading derivatives desks, oil field services, pipeline support, coal mines etc. Australian experience includes regulatory and legal frameworks, including NEM, AEMO, and AER.Clients, current and former, include: Conoco Phillips, Shell, ExxonMobil, Apache, Origin, Halliburton, TXU (Texas Electric), Williams, AGL, Loy Yang, Alinta, etc.Technology - Commercialization of technology. Software development for gaming design & systems businesses, technology variable resellers, data centers, application development for corporate clients bridging multiple systems, and onshore / offshore IT outsourcing.Clients have included: EDS (Electronic Data Systems), Level 3 Communications, Seegee Technologies (VAR reseller), and web application companies. Show less

Founding partner of Pierce & Ferrier, a firm dedicated to creating wealth for business owners by applying large corporate expertise to small to medium sized enterprises. Our primary services include:• CFO services – Budgeting, Forecasting, Treasury management, Taxation (Domestic and International guidance), Controllership, Funding (Equity/Debt)• Corporate Advisory services – Evaluation of acquisition candidates, development and execution of alternative strategies, partnering with… Show more Founding partner of Pierce & Ferrier, a firm dedicated to creating wealth for business owners by applying large corporate expertise to small to medium sized enterprises. Our primary services include:• CFO services – Budgeting, Forecasting, Treasury management, Taxation (Domestic and International guidance), Controllership, Funding (Equity/Debt)• Corporate Advisory services – Evaluation of acquisition candidates, development and execution of alternative strategies, partnering with strategic partners via affiliations or joint ventures• Operational improvement programs – Evaluation of customer requirements, Sales force effectiveness, marketing and branding functions to improve push and pull sales, operations improvement programs – optimizing the business for anticipated customer demand, balanced against actual demand.• Business Strategy services – Seeking to create long-term value by evaluating a business relative to the markets it operates within and its competitors. Defining, with the senior management team, the 3 year business strategy including organic and inorganic initiatives which are catered to clients’ unique situation. Examples of items included are: o Sales and marketing programmes – Ensuring appropriate training exists and that sales personnel are effective, e.g. improving and qualifying leads, increasing lead to sales conversion rates, higher revenues per sales representativeo Evaluation of the customer experience – i.e. if you take care of the customer’s needs in a cost effective manner, they will take care of youo Which geographies to compete, and with which products and/or serviceso Evaluation of functional areas within a business, whether they are necessary and important in the fulfillment of customers’ needs.o Evaluating insourcing and outsourcing personell decisions in order to establish a cost effective base for the business, provide it with scale, and gain competitive advantage wherever possible Show less

Global leader responsible for overseeing M&A process for an international NASDAQ-listed company (5k employees, $1b turnover). Executive business growth advisor and primary interface with Target and internal leadership.In this role, I was one of four direct reports to the CFO, and heavily involved with the CEO, COO, General Counsel, and 3 Business Unit Presidents. My recommendations on M&A or JV activity were delivered to both the Executive Leadership Committees and Board. I led the… Show more Global leader responsible for overseeing M&A process for an international NASDAQ-listed company (5k employees, $1b turnover). Executive business growth advisor and primary interface with Target and internal leadership.In this role, I was one of four direct reports to the CFO, and heavily involved with the CEO, COO, General Counsel, and 3 Business Unit Presidents. My recommendations on M&A or JV activity were delivered to both the Executive Leadership Committees and Board. I led the deal cycle from end to end, which included:• discussion/definition of business unit strategy, • commercial evaluation of prospective acquisition/disposition targets to establish strategic fit, • negotiation of heads of terms, • coordinating all diligence work and associated costs (including internal/external stakeholders), • establishing deal structures given commercial and other constraints (e.g. regulatory, government and tax), • establishing integration programs to define revenue/cost synergies with associated timelines and implementation costs which are factored into the valuation, • negotiation of purchase agreements with appropriate sign-offs at Executive Committee and Board Levels, and,• staying involved post-deal to ensure acquisition strategy was realised.As part of the commercial evaluation, I would routinely look at whether business units remained a strategic fit and in fact sold two businesses that no longer did. When prospecting for acquisitions in the market-place I would generally come to one of several conclusions - either buy, improve the existing business with newly acquired knowledge, or decide not to compete in a particular market segment. Identifying and evaluating prospective acquisition/disposition targets involved leveraging internal stakeholders’ networks, as well as external stakeholders’ networks such as a combination of investment bankers, lawyers, accountants, and trade show participants. Show less

Through strong performance results, role rapidly evolved from executing due diligence field work to managing assignments, including leading multi-disciplinary teams of up to 40 financial, tax, corporate finance, human resources, and information technology professionals on concurrent engagements, coaching junior team members and training the Australian TS practice. Industries include healthcare, gaming, power and energy, manufacturing, retail, and distribution.Transaction experience… Show more Through strong performance results, role rapidly evolved from executing due diligence field work to managing assignments, including leading multi-disciplinary teams of up to 40 financial, tax, corporate finance, human resources, and information technology professionals on concurrent engagements, coaching junior team members and training the Australian TS practice. Industries include healthcare, gaming, power and energy, manufacturing, retail, and distribution.Transaction experience includes MBOs, LBOs, reverse acquisitions, spin-offs, bankruptcy, minority investments, private merger, and acquisitions by domestic and internationally-based companies and/or private equity firms. Recommended acquisition structures for tax efficiency and purchase price adjustment mechanisms. Business growth advisor on assets and/or liabilities to exclude from the transaction, guarantees, and other financial metrics to be achieved post-acquisition. Show less

Managed financial audit and consulting engagements from planning through to completion and reporting for clients in manufacturing, distribution and retail industries.